Renee Hennessee
Partner and Chief Technology Officer at Mission Wealth
Santa Barbara, California, United States
About Renee Hennessee
Renee Hennessee is Partner and Chief Technology Officer at Mission Wealth. Location: Santa Barbara, California, United States.
Hello there - and if this is the first time you are hearing about Mission Wealth, I am excited for you! Our vision at Mission Wealth goes beyond wealth management. Our team is dedicated to empowering families to achieve their life dreams. Our goal is to be the leading wealth management firm in the nation, due to our unwavering commitment to remaining culture-first, client-centric, and innovative. Where do I fit in all that? I like understanding systems, fixing things and helping people, which has led to my current role here as Chief Technology Officer and partner (at one of the fastest-growing RIAs in the country). I work with the best team! We are passionate about leveraging cutting-edge technology, spearheading innovation, and pushing boundaries to transform our industry. As the firm's technology champion and a member of our Leadership Group, I head up integration, automation, adoption, and operations initiatives for Mission Wealth. It's a lot of hats, and I certainly could not do it without my colleagues. We work closely together to develop and refine operational, advisory, tech, HR, and investment processes, driving efficiency and effectiveness across the company. In my spare time, I am a Master Gardener, a burgeoning tennis pro and a ukulele strummer, plus a mom of two teens.
Skills
Additional experience
Partner and Director of Technology
Mission Wealth
January 2021 – December 2021
Education
- Bachelor of Arts, UC Santa Barbara